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Cheesecake Factory Inc

CAKE
Exchange
Nasdaq
Industry
Retail-Eating Places
SEC CIK
0000887596

In the last 90 days, Cheesecake Factory Inc insiders filed 1 open-market purchase and 9 sales; 343 institutions reported holding it in 13F filings for Q2 2026, worth $4.05B in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in Cheesecake Factory Inc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
253
+5 vs. Q3 2021
Shares held
42.1M
+1.86M (+4.6%) vs. Q3 2021
Total value
$1.65B
−$238.3M (−12.6%) vs. Q3 2021
New holders
39
89 more added
Sold out
34
73 more reduced

5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CAKE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 253 institutions
Q1 2021: 247 institutionsQ2 2021: 267 institutionsQ3 2021: 253 institutionsQ4 2021: 253 institutionsQ1 2022: 249 institutionsQ2 2022: 226 institutionsQ3 2022: 222 institutionsQ4 2022: 239 institutionsQ1 2023: 236 institutionsQ2 2023: 240 institutionsQ3 2023: 225 institutionsQ4 2023: 258 institutionsQ1 2024: 259 institutionsQ2 2024: 260 institutionsQ3 2024: 274 institutionsQ4 2024: 298 institutionsQ1 2025: 316 institutionsQ2 2025: 318 institutionsQ3 2025: 326 institutionsQ4 2025: 310 institutionsQ1 2026: 333 institutionsQ2 2026: 343 institutions
Value heldQ4 2021: $1.65B
Q1 2021: $2.22BQ2 2021: $2.22BQ3 2021: $1.89BQ4 2021: $1.65BQ1 2022: $1.68BQ2 2022: $1.17BQ3 2022: $1.35BQ4 2022: $1.57BQ1 2023: $1.69BQ2 2023: $1.58BQ3 2023: $1.32BQ4 2023: $1.56BQ1 2024: $1.58BQ2 2024: $1.85BQ3 2024: $1.89BQ4 2024: $2.41BQ1 2025: $2.66BQ2 2025: $3.49BQ3 2025: $3.10BQ4 2025: $2.88BQ1 2026: $2.79BQ2 2026: $4.05B
Institutions holding CAKE and their total value by quarter
QuarterHoldersValue
Q2 2026343$4.05B
Q1 2026333$2.79B
Q4 2025310$2.88B
Q3 2025326$3.10B
Q2 2025318$3.49B
Q1 2025316$2.66B
Q4 2024298$2.41B
Q3 2024274$1.89B
Q2 2024260$1.85B
Q1 2024259$1.58B
Q4 2023258$1.56B
Q3 2023225$1.32B
Q2 2023240$1.58B
Q1 2023236$1.69B
Q4 2022239$1.57B
Q3 2022222$1.35B
Q2 2022226$1.17B
Q1 2022249$1.68B
Q4 2021253$1.65B
Q3 2021253$1.89B
Q2 2021267$2.22B
Q1 2021247$2.22B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Cheesecake Factory Inc; share changes are against Q3 2021.

Institutions holding CAKE in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.8,023,313$314.1M0.01%+143,412+1.8%Added
Vanguard Group Inc5,280,503$206.7M0.00%+32,175+0.6%Added
Kayne Anderson Rudnick Investment Management LLC4,275,355$167.4M0.39%−72,880−1.7%Reduced
Bamco Inc2,034,583$79.7M0.17%+454,723+28.8%Added
State Street Corp1,655,718$64.8M0.00%+131,942+8.7%Added
Fred Alger Management, LLC1,655,439$64.8M0.16%+1,228,254+287.5%Added
Invesco Ltd.1,521,201$59.6M0.01%+527,900+53.1%Added
Frontier Capital Management Co LLC1,371,581$53.7M0.42%+921,127+204.5%Added
Dimensional Fund Advisors LP1,001,790$39.2M0.01%+3,187+0.3%Added
Geode Capital Management, LLC818,673$32.1M0.00%+20,106+2.5%Added
Scopia Capital Management LP627,799$24.6M2.40%+102,216+19.4%Added
William Blair Investment Management, LLC574,285$22.5M0.06%+240,965+72.3%Added
Charles Schwab Investment Management Inc557,221$21.8M0.01%−4,875−0.9%Reduced
Wells Fargo & Company545,314$21.3M0.01%−184,134−25.2%Reduced
Bank of New York Mellon Corp528,631$20.7M0.00%−3,466−0.7%Reduced
Northern Trust Corp511,160$20.0M0.00%+4,145+0.8%Added
Ameriprise Financial Inc475,618$19.7M0.01%+112,308+30.9%Added
Natixis Advisors, L.P.448,228$17.5M0.07%−5,218−1.2%Reduced
Morgan Stanley434,580$17.0M0.00%+123,886+39.9%Added
Palisade Capital Management LLC408,829$16.0M0.32%+1,580+0.4%Added
UBS Group AG365,480$14.3M0.01%+23,732+6.9%Added
Sapience Investments, LLC362,056$14.2M1.61%+74,843+26.1%Added
Nuveen Asset Management, LLC347,166$13.6M0.00%−75,452−17.9%Reduced
Norges Bank343,304$13.4M0.00%00.0%Unchanged
Principal Financial Group Inc330,657$12.9M0.01%−9,757−2.9%Reduced
Chartwell Investment Partners, LLC286,116$11.2M0.33%−5,721−2.0%Reduced
Susquehanna International Group, LLP276,115$10.8M0.02%+166,819+152.6%Added
Border to Coast Pensions Partnership Ltd265,536$10.4M0.35%00.0%Unchanged
Goldman Sachs Group Inc260,804$10.2M0.00%−58,402−18.3%Reduced
Allspring Global Investments Holdings, LLC216,662$8.48M0.01%+216,662New
Envestnet Asset Management Inc179,707$7.04M0.00%−130.0%Reduced
Scout Investments, Inc.178,924$7.00M0.10%−4,038−2.2%Reduced
Gagnon Securities LLC177,785$6.96M1.04%+7,607+4.5%Added
D. E. Shaw & Co., Inc.170,264$6.67M0.01%−49,765−22.6%Reduced
Parametric Portfolio Associates LLC168,492$6.60M0.00%−4,694−2.7%Reduced
Two Sigma Investments, LP158,268$6.20M0.02%−2,081−1.3%Reduced
Legal & General Group Plc147,035$5.76M0.00%+2,396+1.7%Added
Bank of America Corp146,638$5.74M0.00%+13,889+10.5%Added
Gamco Investors, Inc. Et Al140,965$5.52M0.05%00.0%Unchanged
Marshall Wace, LLP134,035$5.25M0.01%−73,250−35.3%Reduced
New York State Common Retirement Fund133,914$5.24M0.01%+7,042+5.6%Added
Stifel Financial Corp130,768$5.12M0.01%−4,009−3.0%Reduced
Rhumbline Advisers122,261$4.79M0.01%+4,055+3.4%Added
JPMorgan Chase & Co114,775$4.49M0.00%+36,775+47.1%Added
Cubist Systematic Strategies, LLC110,634$4.33M0.04%+92,804+520.5%Added
Swiss National Bank109,100$4.27M0.00%+11,600+11.9%Added
Blair William & Co100,933$3.95M0.01%+1,057+1.1%Added
Public Sector Pension Investment Board98,820$3.87M0.02%+770+0.8%Added
Voloridge Investment Management, LLC89,534$3.50M0.02%−93,875−51.2%Reduced
Tabor Asset Management, LP80,138$3.14M1.86%+27,070+51.0%Added
Citigroup Inc74,446$2.92M0.00%+30,021+67.6%Added
HRT Financial LP72,114$2.82M0.02%+23,811+49.3%Added
New York State Teachers Retirement System71,903$2.81M0.01%+998+1.4%Added
Bridgewater Associates, LP70,715$2.77M0.02%+25,968+58.0%Added
State of New Jersey Common Pension Fund D67,678$2.65M0.01%+4,144+6.5%Added
Dynamic Technology Lab Private Ltd67,524$2.64M0.29%+67,524New
Assenagon Asset Management S.A.67,431$2.64M0.01%+67,431New
California State Teachers Retirement System67,028$2.62M0.00%+6,035+9.9%Added
Prudential Financial Inc59,934$2.61M0.00%−272−0.5%Reduced
Alliancebernstein L.P.65,713$2.57M0.00%−784−1.2%Reduced
UBS Asset Management Americas Inc63,795$2.50M0.00%−4,081−6.0%Reduced
BNP Paribas Arbitrage, SA61,608$2.41M0.01%−50,194−44.9%Reduced
Barclays PLC61,341$2.40M0.00%−161,427−72.5%Reduced
Hudson Bay Capital Management LP60,000$2.35M0.03%+20,000+50.0%Added
Prelude Capital Management, LLC59,609$2.33M0.12%+458+0.8%Added
Holocene Advisors, LP56,926$2.23M0.01%+18,967+50.0%Added
Thrivent Financial for Lutherans56,605$2.22M0.00%+17,381+44.3%Added
Victory Capital Management Inc54,465$2.13M0.00%−291−0.5%Reduced
Russell Investments Group, Ltd.50,186$1.96M0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.49,651$1.94M0.00%+41,940+543.9%Added
SEI Investments Co49,549$1.94M0.00%+49,549New
Royal Bank of Canada48,277$1.89M0.00%−5,650−10.5%Reduced
Truist Financial Corp47,828$1.87M0.00%+318+0.7%Added
SG Americas Securities, LLC46,701$1.83M0.01%+17,785+61.5%Added
Long Road Investment Counsel, LLC44,050$1.73M0.68%00.0%Unchanged
Walleye Capital LLC44,019$1.72M0.06%+44,019New
Great West Life Assurance Co43,619$1.71M0.00%−334−0.8%Reduced
Susquehanna Fundamental Investments, LLC42,703$1.67M0.04%−18,313−30.0%Reduced
First Republic Investment Management, Inc.42,497$1.66M0.00%+910+2.2%Added
Blueshift Asset Management, LLC42,147$1.65M0.15%−13,788−24.7%Reduced
Group One Trading, L.P.41,879$1.64M0.03%−14,401−25.6%Reduced
Great Lakes Advisors, LLC41,849$1.64M0.02%+15,072+56.3%Added
Credit Suisse AG41,003$1.60M0.00%+277+0.7%Added
Squarepoint Ops LLC38,407$1.50M0.01%+20,693+116.8%Added
Gotham Asset Management, LLC37,897$1.48M0.05%+37,897New
Yousif Capital Management, LLC37,271$1.46M0.02%+37,271New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys36,669$1.44M0.02%−124−0.3%Reduced
Intercontinental Wealth Advisors, LLC36,153$1.42M0.30%−645−1.8%Reduced
Cinctive Capital Management LP35,605$1.39M0.07%+35,605New
Texas Permanent School Fund35,133$1.38M0.02%−764−2.1%Reduced
Brookfield Asset Management Inc.34,733$1.36M0.01%−26,511−43.3%Reduced
State of Alaska, Department of Revenue34,351$1.34M0.01%−1,050−3.0%Reduced
First Trust Advisors LP34,223$1.34M0.00%−27,380−44.4%Reduced
Wolverine Trading, LLC33,678$1.34M0.02%−27,941−45.3%Reduced
Comerica Bank35,053$1.33M0.01%−3,352−8.7%Reduced
Davenport & Co LLC33,797$1.32M0.01%−728−2.1%Reduced
Deutsche Bank AG32,071$1.25M0.00%−4,165−11.5%Reduced
Walleye Trading LLC31,716$1.24M0.02%+27,343+625.3%Added
Raymond James Financial Services Advisors, Inc.29,199$1.14M0.00%+19,596+204.1%Added
Voya Investment Management LLC29,181$1.14M0.00%+11,433+64.4%Added